1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HCO PRIVATE WEALTH

Map pinROANOKE, VA
Phone540-204-9310
NotebookSEC #801-113914
Total AUM
$165.7M
Employees
5
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2008 STEPHENSON AVE
SW
ROANOKE
VA 24014
United States
Operating Hours
9:00AM -5:00 PM
Monday - Friday
Phone
540-204-9310

ReceiptFinancials

Total AUM
$165.7M
Accounts
595
Discretionary
$165.7M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
50
AUM
$18.5M
HNW Individual Clients
54
AUM
$127.4M
Pension/Profit Sharing Plan Clients
20
AUM
$19.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account